Comments by "Michael Nurse" (@michaelnurse9089) on "Asianometry" channel.

  1. I prefer Copilot - Cortana sound like an obscure character from Moana.
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  2. Venture capital has surprisingly been a successful industry. They only have to hit 1 in a 100 to break even and 1 in 10 to buy everyone a yacht.
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  3. Open source versions of everything exist - yet Apple and Microsoft continue to make the big money with proprietary versions.
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  4. The have a product. The revenue is lacking. The counter-argument is that Google and Facebook were in this camp for the longest time.
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  5. No chance. I can see Nvidia moving 100% of production to server farm cards for 3 to 5 years. While AMD struggle to allocation at TSMC.
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  6. There is a joke hidden in the title somewhere. I just can't spot it.
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  7. Waymo won't disclose how many 'backup drivers' they have per vehicle. At least with Tesla FSD its shortcomings are bared for all to see.
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  8. The counter argument is that AI is a broadly disruptive and powerful technology - like electricity or steam but unlike email or Segways. Doubly so when paired with robotics. There are not a lot of options to invest in. The investment has already poured into NVidia and Microsoft despite there being no moat for LLMs. Personally I prefer Tesla, as they have a quadruple moat - compute, data, mass manufacturing, engineers.
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  9. Most inference runs on a CPU with little overhead. Even likely the biggest Neural net in the World - Tesla autopilot - is running inference on relatively modest hardware. This is because inference is multiplication of a single set of weights with the inputs. Even 98%+ of neural net training is possible on modest hardware - a single GPU - and software optimizations can lead to 1000x efficiency gains (see DAWN benchmark). The bottleneck for Neural Nets is mostly good quality data, the cost of hiring 20 data scientists/engineers and the need for a high value application well suited to AI.
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  10. Please excuse my random capitalisation - dunno what went wrong 🙂
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  11. As an AI practitioner and programmer I have no idea what you are saying. That NN are bad because they are not explainable? This was a criticism in like 2016 - the stone age of NN - we have come a long way since then.
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  12. My UBlockOrinin has now blocked 13.9M ads since install two years ago.
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